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  5. How to upload Excel data for report creation?

How to upload Excel data for report creation?

Once, you’ve formatted your Excel or CSV files according to our previous guide. Let’s walk you through the steps on adding your data set on Ajelix BI platform.

1. Go to Ajelix Datasets

2. Click on Upload Dataset

Upload datasets for ajelix report creation
Screenshot from Ajelix portal datasets page

3. Now you should have settings page where you can name dataset and upload Excel or CSV file. Once you have done both of these things, press Submit.

How to add datassets on Ajelix portal
Screenshot from Ajelix portal with datasets settings page

4. Once you press Submit you should get notification that your dataset was successfully uploaded.

Dataset successfully uploaded notification on ajelix dashboard
Screenshot from Ajelix dashboard once dataset is sucessfully uploaded

Now you can move on to the next step how to create a report on Ajelix BI.

Didn’t find the answer to your question? Contact us via: support@ajelix.com